Investors seeking to invest in small and Mid sized companies can use this template to screen the stocks based on Oberweis Octagon screen which includes criteria of value, growth and momentum. The name octagon comes as there are eight factors assessed for the stocks. These are:
Rapid annual growth in revenue, in pretax income. Favourable recent quartery trends. Low PE ratio. Low P/S ratio, Strong price strength relative to market.
The qualitative aspect incorporates products and services offered by the companywith strong future growth potential and review of company’s financial statements, footnotes to identify future problems.

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